Here is your May 2014 video review. The year continues to fly as next month marks the half way point. For those new to our work, this is our monthly review of economic and financial events highlighted by a monthly financial planning tip and a video to liven it up a bit….. Here we go !

VIDEO

Plan that Vacation in Advance

With the return of a growing economy, this years vacation expectations are one of the best on record. Airlines, hotels, and all of the travel industry have taken note and are ready. Past the great recession, lesser availability of all resources has driven costs much higher, especially for those waiting until the last-minute.

Planning as far in advance as possible and making use of our favorite sites may help cushion the blow/expense:

The Elephant in the room … Interest Rates Of Course

It is said on Wall Street fixed income (bonds) are always smarter than equity investors (stocks). Much of this stems from fixed income investors only worry about the return in the income, not much else.

I will leave you with this interesting chart from JPMorgan (Possible recession signal) …. Part of the reason we are watching so close.

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!

Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

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